AI receptionist for insurance brokers.
Every quote shopper, claim follow-up and renewal call answered, from Auckland to Invercargill, with anything sensitive passed to a licensed adviser.
95c a minute or less. Pay for talk time only.
What is an AI voice agent for New Zealand insurance brokers?
An AI voice agent for New Zealand insurance brokers answers your calls 24/7 in a natural Kiwi voice. It qualifies quote enquiries against your appetite, checks claim status in your policy admin system, books renewal reviews, captures after-hours leads and warm-transfers anything sensitive to a licensed adviser with full context. It gives general information only by default, inside the FMA framework, follows the NZ Privacy Act 2020 and works with Salesforce, HubSpot, BrokerSuite, iBais, ClassicNet and most NZ policy admin systems. Talk time is 95c a minute or less. See how AI phone answering works
Answering and making calls for businesses across New Zealand and Australia
Try them yourself
Three live agents, right here in your browser. Tap one, allow your microphone and start talking. Calls run for up to four minutes.
AI receptionistZoeNew Zealand
Never misses a customer moment.
AI receptionistSamAustralia
Have him book you a real meeting.
Multilingual receptionistJingNew Zealand
Start in English, then switch to Mandarin.
Calls it handles for insurance brokers.
The call types most NZ brokers handle every week. The agent takes the front desk so your licensed advisers spend their time on advice, not phones.
Quote enquiries
Captures the caller's risk profile against your appetite, sends the quote request to the right desk and books a callback if a broker is needed.
Claim status calls
Pulls live claim status from your policy admin system and tells the caller where their claim sits.
Renewal scheduling
Calls clients with renewals coming up and books the renewal review into the broker's calendar. No phone tag.
Cross-sell capture
Caller mentions house insurance during a car claim? The agent flags it, captures consent and queues the lead for a broker.
After-hours lead capture
Quote shoppers do not wait until Monday. The agent has the full conversation at 11pm on a Saturday and books the follow-up.
Referral partner calls
Mortgage brokers, accountants and lawyers refer clients. The agent recognises the referrer, fast-tracks the call and lets the partner know.
Built for NZ insurance compliance.
NZ Privacy Act 2020, the FMA framework and the Code of Professional Conduct for Financial Advice Services. The agent stays inside your licence by design.
FMA framework aware
General information only by default. It never gives personal advice on an insurance product. Code of conduct disclosures are added during onboarding.
Licensed adviser handoff
Asked about a specific premium or the right cover? The agent warm-transfers to a licensed adviser with the caller's details already captured.
NZ Privacy Act 2020
Clear disclosure on every call, suppression on request, encrypted audio and retention you control. Recordings can be deleted.
Outbound done right
We follow the Marketing Association telemarketing standards and the Fair Trading Act. The agent says it is AI and respects opt-outs.
Load credit. The more you load, the less each minute costs.
From 95c down to 77c a minute. Credit never expires.
Enterprise
For bigger call volumes, several sites or a whole team. We build a plan around how you work.
Talk to us30-day money-back guarantee on every plan. If your AI receptionist is not right for your business in the first 30 days, we refund you.
How credit works
Load credit once. Your receptionist only uses it while it is on a call.
Pick your package
Choose how much credit to load, plus $130 a month for the platform.
Talk time comes off it
Only while your receptionist is on a call. No calls, no credit used.
Tops up automatically
When your credit runs low, the same amount reloads. Credit never expires.
Rated 5.0 on Google
Read all reviews on Google (opens in a new tab)- ★★★★★
The AI Receptionist has been fantastic for our team at Rangehood Solutions. It’s taken a huge amount of workload off us, especially when we’re a staff member down, and means we can keep looking after customers without calls being missed.
Rangehood Solutions
AI receptionist client, New Zealand
- ★★★★★
It handles hundreds of calls a day, prospecting, qualifying sellers, and building a pipeline for future deals. … Not a set-and-forget service, they actually care about results.
James Mairs
Auckland apartment agency
- ★★★★★
Getting an entire team, from our IT manager to our admin staff, aligned on AI is not easy. Leo made it look easy! … No hype. No theory.
Shiv Narayan
Technology Solutions NZ
Works with your insurance stack.
- Salesforce
- HubSpot
- Insightly
- BrokerSuite
- iBais
- Rightway
- ClassicNet
- Astute
- NZbrokers
- Xero
- MYOB
Anything else connects through webhooks and an open API. Plus your calendar and inbox. See all integrations
Leo and John on our stand at NZ Tech Expo, on stage and running workshops. We are the team who builds your agent and looks after it once it is live.
- ★★★★★From 24 Google reviews (opens in a new tab)
- Sovereign dataKeep your calls and data in Australia
- 30-day money-backGuarantee on every plan
See your insurance broker's receptionist working. Live in 24 hours.
Book a quick meeting and we will show you how it would answer your quote, claim and renewal calls, then build it for you.
- Your receptionist built around your business
- Live and answering calls within 24 hours
- Credit that never expires, from $500
- Every plan backed by a 30-day money-back guarantee
Choose a time on our calendar. It takes less than a minute.
Less Busy. More Life.
Common questions
What does an AI voice agent do for a New Zealand insurance broker?
It answers every inbound call 24/7 and either resolves the conversation or warm-transfers to a broker with full context. The agent qualifies quote requests, checks claim status against your policy admin system, schedules renewals, captures after-hours leads from Auckland to Invercargill, and routes referral partner calls. Every quote shopper, claim follower and referral partner gets answered, including weekends and after hours.
Does it work under the FMA framework and the Financial Markets Conduct Act?
Yes. The agent gives general information only by default, never personal advice on an insurance product, and routes any caller crossing into regulated advice to a licensed financial adviser. It says it is AI, captures consent where required, and works inside your organisation's FMA licence boundaries. We can add the Code of Professional Conduct disclosures to the script during onboarding.
Is it compliant with the NZ Privacy Act 2020?
Yes. Information Privacy Principle 3 disclosure on every call. Suppression on request. Audio is encrypted in transit and at rest. You control how long recordings and transcripts are kept, with automatic deletion, and recordings can be deleted at any time.
Which insurance CRMs and policy admin systems do you integrate with?
Salesforce, HubSpot, Insightly, BrokerSuite, iBais, Rightway, ClassicNet, Astute, NZbrokers tooling and most common NZ policy admin systems. Anything else connects through webhooks and an open API. The agent reads policy data and writes quote requests, claim updates and call logs back into the system as the call happens.
Will it sound like a Kiwi?
Yes. Natural NZ voices are available for both genders, set per agent. The accent matters: an Australian or American voice on a Wellington fire and general broker line costs trust before the conversation has started. You can hear the options on the voices page.
How does it handle a complex claim or sensitive client?
Warm transfer with full context. The agent hands the call to a named broker with a one-line summary of the claim, the policy details already pulled from your CRM, and the caller's concern. No making the client repeat themselves. We tune the transfer triggers during onboarding so emotional or high-value calls escalate fast.
What does it cost a typical NZ broker?
Start with $500 of call credit plus $130 a month for the platform (NZD, ex GST). Talk time is 95c a minute and drops to 77c when you load more credit. You only pay for talk time, credit never expires, and every plan has a 30-day money-back guarantee.
How long does setup take?
Your receptionist can be answering calls within 24 hours. Connecting a CRM or policy admin system can take a little longer, and we agree the timeline with you first. We do not run multi-month implementation projects.